Invoices and pay statements

Make invoices from approved visits, check them, send them and mark them paid.

Step by step

Open Invoices. Under Create invoices, pick the period, or click Last week, then click Create invoices.
One draft is made per client. Nothing is sent yet.
Open each draft. Check and send lists anything missing, like a rate or an email address. Click Preview PDF to see it.
Click Send invoice. It gets its number and the client is emailed the PDF.
When they pay, enter the Date paid and click Mark as paid.
For workers, click Pay statements, make them for the period, and click Send on each.

Void this invoice keeps its number and frees its visits. The client isn't emailed, so tell them.
Pay statements only appear if switched on in Agency details. A statement can't be sent while a pay rate is missing.